Salesforce Weekly

Hello, we're Salesforce Weekly. But you can call us Mike, Ines, and Chris.

Driving Data Access: Profiles vs Roles

One of the first things that someone new to administering Salesforce will need to learn is how to manage data access by using and controlling profiles and roles. Unfortunately it can also often be one of the steepest learning curves, and if you’re anything like me you’ll be up and running on things like custom fields, Read more about Driving Data Access: Profiles vs Roles[…]

Salesforce Instant Gratification

Apple unveiled a new killer developer tool at this year’s WWDC in the shape of Playground. Playground is a tool designed to accompany their new sparkly program language SWIFT to help developers get to grips with new concepts quickly without the overhead of C. Stop, that’s enough about Apple, I thought this was a Salesforce blog! Enter Read more about Salesforce Instant Gratification[…]

Alert

How To: Improve Your Lead Conversion Data Validation

It can sometimes be tough to get the balance of data validation just right on the lead object in Salesforce. By its very nature it’s a temporary, transient object designed for pre-qualifying a contact, organisation or enquiry, and many of them never go anywhere – so you don’t want to be too heavy-handed with validation rules. Read more about How To: Improve Your Lead Conversion Data Validation[…]

How To: Convert Leads with Pending Workflow Actions

Does the above error look familiar? If not, I envy you! For those of us who have set up an awesome time-based workflow on the lead object, only to find out later that leads with pending workflow actions cannot be converted, it can be very frustrating. Here’s just one recent example from the Answers community: Sure, an admin Read more about How To: Convert Leads with Pending Workflow Actions[…]

Aspira XObject

How To: Extend Cross-Object Workflow Rules

If you’ve ever wanted to fire a workflow on an object based on a trigger condition in a separate related object, you’ll know it’s not always possible. If the objects are in a master-detail relationship and you need to update the parent object, no problem, a workflow can handle this. But what about updating the Read more about How To: Extend Cross-Object Workflow Rules[…]

Getting started with SOQL

Salesforce books are coming thick and fast these days. I’ve lost count how many books there are now. I will compile a list and post it up, watch out for this! ​It is clear the community of developers and admins is growing at an alarming rate, so much that we are now starting to see Read more about Getting started with SOQL[…]

Summer ’14 Tips and Tricks

Over the last few weeks and months, you’ll have seen any number of blogs previewing upcoming features in Salesforce’s Summer ‘14 release. But often it’s only when a new release is live and in-use that some of its most interesting features and use cases begin to stand out. So now that all Salesforce orgs have Read more about Summer ’14 Tips and Tricks[…]

The Last of the Summer ’14

Nearly all Orgs should be running Summer ’14 by now. A pleasant contrast after the delays which impacted the Spring ’14 release schedule. This year’s Summer release, and the last release to denote ’14, has been smooth in contrast and largely on track. ​So what did Summer ’14 bring us? Larger files for one; in keeping Read more about The Last of the Summer ’14[…]

Verticals vs Vertigo

In the last couple of weeks, two pieces of news regarding the Salesforce platform have emerged which caught my eye. Take each of them in isolation and it’s little more than an interesting development; but consider their similarities and the fact that they arrived at virtually the same time, and you wonder whether perhaps they Read more about Verticals vs Vertigo[…]

NoSQL SOQL

May Meetup (now June) – AngularJS, Ionic, Heroku Connect and RemoteObjects

Salesforce meetups seem to be coming thick and fast these days. It seems I’m requesting a pass from the wife every week to attend yet another geeky meetup, although this one was unavoidable as my good friend is the EMEA Marketing Manager for Appirio. Hello, Mr Abl. Plus, his extremely welcoming Marketing Assistant Hind Adamou!. Read more about May Meetup (now June) – AngularJS, Ionic, Heroku Connect and RemoteObjects[…]